Campaign Tutorial: Birthday Promotion

Client Objective

The Hotel ABC wants to send a birthday promotion to all of its list members on their birthday. The message will include a “Happy Birthday” coupon, which is good for a 15% discount on any hotel service or product.

Step. 1: Create the Campaign Elements

The first step is to create the campaign elements – i.e. the messages and groups that make up the campaign. This is done outside of the Campaign tool. Simply create messages and groups as you normally would in MagnetMail.

For this campaign, users would create these elements:

Element	Name	Description
Create Message	“Birthday_Coupon”	Message to be sent to list members on their birthday.
Create Group	“Campaign_Targets”	The original group that will contain all list members who are targeted by the campaign.
Create Group	“Birthday_Group”	The group will contain all list members whose birthdays are today.

Step 2: Use of a Custom Date Field

A recipients “birthday" is a key data field for this campaign and requires the use of a custom date field. Click here to view instructions for Custom Date Fields. For this example, name the Custom Date Field “Birthday”.

Step 3: Upload Your List into MagnetMail

Upload the campaign list into the group “Campaign_Targets”.